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FOR ADVISORS

Evaluate and Mitigate Client
Income Risk Before It Becomes
a Problem

You know how much your clients earn. RunPayway™ shows you how that income is structured — and where it’s exposed.

Standardized methodologyFixed rulesPrivate by default
Get Advisor Access →

The Gap in Client Assessment

You evaluate assets, liabilities, and cash flow. But income structure — how income is built, how it holds under pressure, and what’s most exposed — is invisible. Until now.

Client says: ‘$200K/year’

You don’t know: 80% depends on one client

Client says: ‘Business is stable’

You don’t know: Nothing is recurring or contracted

Client says: ‘I have multiple sources’

You don’t know: All sources require active work

What the System Reveals About Your Client

Every assessment produces a fixed, consistent result. No interpretation. No variation.

Income Stability Score™ (0–100) — where they stand
Stability classification — Limited, Developing, Established, or High Stability
Biggest income risk — what limits their stability
Stress test outcomes — what happens if a source disappears
Distance to next level — how far from the next stability band

Three Steps. Standardized Result.

01
Assess

Run the assessment on behalf of your client. Under 2 minutes. No financial documents required.

02
Review

Receive the score, structural breakdown, stress test (what happens if their biggest income source disappears), and main vulnerability — all generated from fixed rules.

03
Act

Use the results to inform client conversations, identify risk, and build a plan before problems surface.

Where Advisors Apply RunPayway™

Pre-Onboarding Risk Assessment

Quickly assess income structure before onboarding clients. Know what you’re inheriting.

Annual Income Review

Add income stability to your annual review, alongside assets and liabilities. See the full picture.

Client Retention

Identify clients at risk before they experience income-related problems. Act before the crisis.

Practice Differentiation

Stand out from competitors by offering a unique income risk assessment no one else has.

What Advisors Get with Access

✓
Full 4-Page Report — Actionable insights tailored to each client’s unique income structure.
✓
Complete Dashboard — Score breakdowns, stress testing, and real-time performance insights per client.
✓
Client-Ready PDF Output — Download and share a polished report directly with your client.
✓
Standardized Methodology — Run consistent assessments with fixed, transparent rules across your entire book.
✓
Run Assessments on Behalf of Clients — No client login required. You run it, they receive the results.
✓
White-Label Reporting — For enterprise advisors — branded reports with your firm’s identity.

Same System. Same Rules. Every Client.

Every assessment uses the same fixed model. No AI in scoring. No subjective judgment. Same inputs always produce the same result — regardless of who runs the assessment.

Consistent output
No financial accounts required
Private by default
Version-controlled methodology

Request Advisor Access Now

Get access to the tools that help you evaluate income risk for your clients. Our team will follow up within two business days.

Secure form submission | Encrypted data transmission

Your clients’ income has a structure.
Now you can measure it.

Under 2 minutes per assessment | Private by default